Set Up a Pending Integration
Video: How to Setup Your Integration
Step 1: Complete Order
In order to reach the Pending Integrations page, you will have to complete the ordering process. The ordering process will start at the "Add Integrations" tab on the left-hand side menu bar. You can return to the Pending Integrations page by accessing it on the left navigation menu item.
Step 2: Confirm Supplier Account
In order to activate the feed with many of our suppliers, you must have a reseller account with them first. In most cases, you will also need your account specific information provided by the supplier to get set up with Inventory Source. This information is usually custom feed information that will be unique to your particular account with that supplier.
Since your supplier will be your business partner, you should have a great understanding of how they ship out your customer's orders, how refunds are placed, how returns are handled, and more. You can find out more about this here: Reaching out to your s=Suppliers. You can find your supplier's contact information from the "More Info" button which is shown once you click on any supplier in the Supplier Directory.
If you have not yet been approved or set up an account with them, depending on the supplier, we can go ahead and help you configure your integration and set up your tools. However, you will want to have an account before activating your feed.
Step 3: Connect Sales Channel
When connecting to your sales channel, the information we may require varies depending on the sales channel. For some online stores (Shopify and BigCommerce), installing our app and providing your domain is all we need. For others, we may need FTP or API details in order to connect.
Once this information is provided we will need to manually verify connection and confirm we are able to upload. This can take up to 24 business hours
While you are waiting on the pending Sales Channel connection, we recommend setting up your tools in Step 4.
Step 4: Configure your Automation Tools
Before activating your feed it is extremely important to configure your automation tools to be sure your products load to your store correctly.
We recommend watching the tutorial videos and reading through the automation tool FAQs. You can access our Catalog Manager Getting Started Guide here.
You will also want to make sure you understand the difference between our Catalog Builder and Catalog Filter modes.
Setting your pricing using your Catalog Pricing Rules. This is very important. Listing on marketplaces where an accidental low list price can result in dozens of unwanted or unprofitable sales. We give you the tools to best fit your pricing strategy as best as possible.
All supplier feeds come with a two-level category structure. However, in many cases, you will want to rename, group, and exclude certain categories or subcategories from their upload. You will want to be sure to configure these settings in the category mapping tool before your first upload. Once we upload a category to your store, you will need to manually delete it to remove the category on your sales channel if you later decide to rename the category.
You can't forget about saving your searches and using tags.
Step 5: Activate Your Feed
Once your sale channel connection has been confirmed (Step 3) and you have configured your tools (Step 4), you are ready to activate your feed. Our onboarding team will notify you via email once we have confirmed the connection and everything is ready for you to activate your feed.
The time it takes for the first upload to complete depends heavily on the amount of product data you are uploading and the sales channel to which we upload the products. Depending on the size of your first product upload, it can take anywhere from one to 48 hours. We will send you an email once it is complete and also update it in your dashboard on the integration itself.